See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $12,281 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,057 | $52,953-30.0% | $172,739-78.5% | $65,185-43.2% |
| Participation rate | 50.5% | 66.2%-15.7pp | 82.6%-32.2pp | 70.2%-19.7pp |
| Annual return | 21.53% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $794 | $2,190-63.7% | $5,143-84.6% | $2,177-63.5% |
| Participant deferral / active EE | $1,975 | $2,471-20.0% | $5,198-62.0% | $3,514-43.8% |
| Admin fee / account holder | $293 | $472-37.8% | $13,954-97.9% | $847-65.4% |